Waterfall Chart: Need Help with Start, Movement, End

Question

Hi Power Bi Coomunity&nbsp;This question has been asked in various forms but I am still having trouble with a solution. I'm a beginner and I really need help!&nbsp;I need to create a waterfall chart that has the following bars:&nbsp; &nbsp; Starting Bar - Revenue at December 2020&nbsp; &nbsp; Movement - By quarter (movement between last month of the quarter and December 2020). Currently I've calculated it as a measure.&nbsp;&nbsp; &nbsp; Closing Bar - Revenue at December 2021&nbsp;Example:MonthMonthly MovementClosing ValueWaterfall BarsWaterfall Bars ValueDec-20&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; 1000Starting Bar1000Jan-21&nbsp; &nbsp; &nbsp; &nbsp; 10&nbsp; &nbsp; &nbsp; &nbsp; 1010&nbsp;&nbsp;Feb-21&nbsp; &nbsp; &nbsp; &nbsp; 20&nbsp; &nbsp; &nbsp; &nbsp; 1030&nbsp;&nbsp;Mar-21&nbsp; &nbsp; &nbsp; &nbsp; 30&nbsp; &nbsp; &nbsp; &nbsp; 1060Q1 Bar60Apr-21&nbsp; &nbsp; &nbsp; &nbsp; -40&nbsp; &nbsp; &nbsp; &nbsp; 1020&nbsp;&nbsp;May-21&nbsp; &nbsp; &nbsp; &nbsp; -50&nbsp; &nbsp; &nbsp; &nbsp; 970&nbsp;&nbsp;Jun-21&nbsp; &nbsp; &nbsp; &nbsp; -60&nbsp; &nbsp; &nbsp; &nbsp; 910Q2 Bar-150Jul-21&nbsp; &nbsp; &nbsp; &nbsp; 70&nbsp; &nbsp; &nbsp; &nbsp; 980&nbsp;&nbsp;Aug-21&nbsp; &nbsp; &nbsp; &nbsp; 80&nbsp; &nbsp; &nbsp; &nbsp; 1060&nbsp;&nbsp;Sep-21&nbsp; &nbsp; &nbsp; &nbsp; 90&nbsp; &nbsp; &nbsp; &nbsp; 1150Q3 Bar240Oct-21&nbsp; &nbsp; &nbsp; &nbsp; 100&nbsp; &nbsp; &nbsp; &nbsp; 1250&nbsp;&nbsp;Nov-21&nbsp; &nbsp; &nbsp; &nbsp; 110&nbsp; &nbsp; &nbsp; &nbsp; 1360&nbsp;&nbsp;Dec-21&nbsp; &nbsp; &nbsp; &nbsp; 120&nbsp; &nbsp; &nbsp; &nbsp; 1480Q4 Bar330&nbsp;&nbsp;&nbsp;Closing Bar1480&nbsp;The chart should look like this. I've created it in excel.&nbsp;&nbsp;I'm having trouble showing the Starting and Closing Bar. As I have the movement in Y axis as measure, Power BI is showing the starting point as also a movement.&nbsp;Can someone please help? Please let me know if more info is required.&nbsp;&nbsp;ThanksTanim&nbsp;

v-henryk-mstf · Accepted Answer

Hi&nbsp;TH_BI&nbsp;,
&nbsp;
A similar effect can be achieved, but since the waterfall bars field is a text field, the x-axis sorting may not be accurate.
M_sum =
IF (
    MAX ( Table_test[Waterfall Bars] ) = "Starting Bar",
    1000,
    CALCULATE (
        SUM ( Table_test[Monthly Movement] ),
        ALLEXCEPT ( Table_test, Table_test[Waterfall Bars] )
    )
)
&nbsp;

related document:
Waterfall charts in Power BI - Power BI | Microsoft Docs
&nbsp;
If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.
Best Regards,Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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Waterfall Chart: Need Help with Start, Movement, End

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Month	Monthly Movement	Closing Value	Waterfall Bars	Waterfall Bars Value
Dec-20		1000	Starting Bar	1000
Jan-21	10	1010
Feb-21	20	1030
Mar-21	30	1060	Q1 Bar	60
Apr-21	-40	1020
May-21	-50	970
Jun-21	-60	910	Q2 Bar	-150
Jul-21	70	980
Aug-21	80	1060
Sep-21	90	1150	Q3 Bar	240
Oct-21	100	1250
Nov-21	110	1360
Dec-21	120	1480	Q4 Bar	330
			Closing Bar	1480